SWDSX Holdings Information

SWDSX is a mutual fund with a total of 64 individual holdings. The top holdings are Broadcom stock at 3.98%, Morgan Stanley at 3.93%, Walmart at 3.87%, JPMorgan Chase & Co. at 3.73%, and Exxon Mobil at 3.67%.

Total Holdings

Top 10 Percentage

33.01%

Asset Class

Equity

Fund Category

Large Value

Assets

631.34M

Forward PE Ratio

17.76

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	3.98%	60,000
2	MS	Morgan Stanley	3.93%	130,000
3	WMT	Walmart Inc.	3.87%	185,000
4	JPM	JPMorgan Chase & Co.	3.73%	75,000
5	XOM	Exxon Mobil Corporation	3.67%	150,000
6	KO	The Coca-Cola Company	3.06%	245,000
7	PM	Philip Morris International Inc.	2.75%	105,000
8	GOOGL	Alphabet Inc.	2.75%	45,000
9	JNJ	Johnson & Johnson	2.64%	72,310
10	DUK	Duke Energy Corporation	2.62%	127,500
11	CVX	Chevron Corporation	2.61%	85,000
12	BLK	BlackRock, Inc.	2.37%	14,000
13	ABBV	AbbVie Inc.	2.35%	70,000
14	MSFT	Microsoft Corporation	2.33%	36,000
15	CSCO	Cisco Systems, Inc.	2.18%	150,000
16	VZ	Verizon Communications Inc.	2.10%	275,000
17	IBM	International Business Machines Corporation	2.02%	55,000
18	TJX	The TJX Companies, Inc.	1.99%	80,000
19	PG	The Procter & Gamble Company	1.91%	82,000
20	HD	The Home Depot, Inc.	1.88%	36,000
21	PH	Parker-Hannifin Corporation	1.88%	13,000
22	BAC	Bank of America Corporation	1.82%	215,000
23	MCD	McDonald's Corporation	1.82%	39,000
24	LMT	Lockheed Martin Corporation	1.64%	20,000
25	NEE	NextEra Energy, Inc.	1.55%	100,000

Showing 25 of 64 holdings

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As of Apr 30, 2026